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iShares ESG Advanced MSCI EAFE ETF

221 hedge funds and large institutions have $575M invested in iShares ESG Advanced MSCI EAFE ETF in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 65 increasing their positions, 97 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
+11
Holders Change %
+5.24%
% of All Funds
2.97%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
32
Increased
65
Reduced
97
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HI
176
Harbour Investments
Wisconsin
$192K -$8.56K -115 -4%
AAP
177
Arax Advisory Partners
Colorado
$186K -$186K -2,502 -50%
BFO
178
Biltmore Family Office
North Carolina
$186K
NP
179
NorthRock Partners
Minnesota
$182K +$69.1K +928 +61%
GWP
180
Gen-Wealth Partners
Michigan
$179K -$1.94K -26 -1%
KFP
181
Keener Financial Planning
Texas
$179K
MIA
182
Milestone Investment Advisors
Wisconsin
$175K
GWSG
183
GPS Wealth Strategies Group
Colorado
$157K +$298 +4 +0.2%
NB
184
NBT Bank
New York
$139K +$44.9K +662 +48%
CFD
185
Creative Financial Designs
Indiana
$137K -$20.3K -273 -13%
GRP
186
Global Retirement Partners
California
$116K +$116K +1,557 New
RP
187
Raelipskie Partnership
Ontario, Canada
$107K
MJRIC
188
Mogy Joel R Investment Counsel
California
$94.2K
AWM
189
AE Wealth Management
Kansas
$93.9K -$1.12K -15 -1%
PS
190
Principal Securities
Iowa
$91.1K -$9.38K -126 -9%
JWA
191
JFS Wealth Advisors
Pennsylvania
$87.9K -$6.03K -81 -6%
US Bancorp
192
US Bancorp
Minnesota
$87.5K +$4.02K +54 +5%
Comerica Bank
193
Comerica Bank
Texas
$84.2K
MYIA
194
Mount Yale Investment Advisors
Colorado
$76.2K +$76.2K +1,024 New
TPWA
195
Twin Peaks Wealth Advisors
California
$67.4K +$67.4K +905 New
HDIM
196
Hanson & Doremus Investment Management
Vermont
$55K
National Bank of Canada
197
National Bank of Canada
Quebec, Canada
$50.5K
RF
198
Rossby Financial
Florida
$50.5K -$16.1K -216 -24%
TIM
199
Tortoise Investment Management
New York
$47.3K +$12.3K +165 +35%
CAM
200
Clarity Asset Management
Iowa
$38.3K +$38.3K +515 New